+265.9%
IONQ vs SBUX
+10.6%
+255.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +2.1% |
| 7D | +0.8% | -3.1% | +4.0% | +2.8% |
| 30D | -1.0% | -0.9% | -0.1% | -0.5% |
| 3M | -39.8% | +11.6% | -51.4% | -44.6% |
| 6M | +6.4% | +8.8% | -2.3% | -1.1% |
| YTD | -11.9% | +26.3% | -38.2% | -26.3% |
| 1Y | -6.2% | +23.1% | -29.3% | -21.1% |
| 3Y | +125.7% | +15.0% | +110.7% | +91.5% |
| 5Y | +296.0% | +0.4% | +295.6% | +225.9% |
| All | +265.9% | +10.6% | +255.4% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling